With over a 60% rate of failure to engage users in new CRM implementations, Trinsx’s approach to CRM systems is the best way that companies can get the results they desire from investment. Trinsx’s methodology starts with a critical business goals assessment and work backwards. Trinsx ability to bring key stakeholders to engage in the process and get buy-in early is instrumental in user adoption. Throughout the assessment phase, Trinsx takes the time to work with each different group to map out their processes and understand their requirements, including changes to their current way of working. By staying doggedly focused, Trinsx orchestrates a system of measurements in the CRM system that capture the most important information required to meet the big goal—nothing more and nothing less—keeping the recordkeeping simple and keeping the users engaged. The CRM system is merely a tool for measuring progress to the goal and Trinsx implements it as such. As a partner working with many companies, Trinsx’s approach works where many fail.

“Working with Trinsx on implementing our CRM has been a great experience from the very beginning. They took the time to truly understand how our business works and operates and more importantly how the people at TLA work. He helped me work through all the questions and concerns I had about Dynamics CRM and has always been positive and extremely responsive. The implementation was nearly seamless from time we launched this to the entire team. The CRM has become a staple in our company now for over 3 years and has made us more efficient and knowledgeable about all of our projects and therefore creating more opportunities and growing our business. Thanks to Trinsx and their team!”

“I continue to refer Trinsx.  He has been a key part of our CRM system purchase with vendor analysis,
documenting our sales process and CRM system implementation.  He helped guide a practical and
efficient process that made our CRM solution useable the first day we went live and saved us money.
Their many strengths include:

• driving scalable process design
• managing more opportunities with the same resources
• developing metrics that are immediate versus days to create better decision making
• connecting sales activities that are revenue producing
• connecting process that provides staff accountability”

The sales process is not as simple as we are led to believe. Creating a sales process tailored to one’s specific business and software is complex. The Trinsx was of great value to Signet Mills in helping us understand our sales process, standardize the process, and automate it within our CRM system. I would highly recommend them to any company struggling with their sales process and trying to standardize it throughout their organization and software.